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Virtue & Partners Latest News

It is important that we are on top of current events in our world and how they can affect markets and economies - both local and abroad

Enjoy the latest from the Virtue & Partners news desk.
4 June 2021

End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  
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30 May 2021

SMSF Association clarifies NALI issues around pension phase assets

  The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.  
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28 May 2021

SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

  While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.  
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26 May 2021

Dealing with compliance complexities impacting overseas SMSF property

  Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.  
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21 May 2021

Why Australian households are getting richer

  Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.  
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19 May 2021

Asset allocations still hold the key

  Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.
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15 May 2021

Federal Budget 2021 – Health

  While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.  
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14 May 2021

Building a more secure and resilient Australia

  In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.  
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13 May 2021

Federal Budget 2021 – Overview

  The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.  
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30 April 2021

A broad range of Calculators – Tools

  These calculators, along with videos that explain accounting ideas, latest news articles, an easy to use file transfer system, and a portfolio management portal make our website a great place to keep up-to-date and obtain help on many of your financial questions. *  
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27 April 2021

Understanding the coming super balance cap changes

  The transfer balance cap is a limit on how much super can be transferred into pension accounts earning tax-free income. On 1 July, this cap will be increased. What might this mean for your retirement income stream?  
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24 April 2021

ATO releases updated guidance on LRBA and Division 7A interaction

  The ATO has updated its guidance on navigating COVID-19 LRBA relief complexities in consideration of Division 7A rules and the processes in the application of NALI.  
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